Arnold Schneider

Last Update: 2014-02-14

Number of Stocks: 109
Number of New Stocks: 8

Total Value: $1,091 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Arnold Schneider Watch

  • Fab Four of Value Equity Investor Arnie Schneider, Schneider Capital Management

    Guru Arnold “Arnie” Schneider is president, chief investment officer and principal of Schneider Capital Management Corp., an institutional investment manager located in Wayne, Pa. Value equity investing has been the firm’s sole focus since Schneider founded the firm in 1996. As of June 30, 2013, the firm has $1.7 billion in assets under management.

    Schneider’s investment philosophy uses independent analysis to identify undervalued securities with potential for positive change. The strategy is based on a fundamentals approach to valuing securities. The company uses a proprietary ranking system to establish hurdles for new holdings. The company holds the conviction that disciplined deep value investing, built on solid research, is a sound investment approach. Schneider believes that value investing delivers the best investing success over time.  


  • President and CEO of International Rectifier Oleg Khaykin Sold 55,954 Shares

    International Rectifier is a Delaware Corporation. The company designs, manufactures and markets power management semiconductors. The company designs, manufactures and markets power management semiconductors. International Rectifier has a market cap of $1.67 billion; its shares were traded at around $24.08 with and P/S ratio of 1.70.

    President and CEO of International Rectifier (IRF) Oleg Khaykin sold 55,954 shares on July 22, 2013 at an average price of $23.9. The total transaction amount was $1,337,301.  


  • Active Guru Arnold Schneider Increases Position in SPF, BAC, WPX

    Standard Pacific Corporation (SPF): According to GuruFocus Real Time Picks, Guru Arnold Schneider of Schneider Capital Management increased his SPF position by 230.02% as of March 31, 2013. Schneider bought 1,010,990 shares at an average price of $8.20 per share for a 10% gain.

    Up 78% over 12 months, Standard Pacific Corporation (SPF) is a residential construction company. Company sales for the fiscal year 2011 were $1.26 billion, up by 41.57% as compared to sales in fiscal year 2010 of $0.89 billion. The earnings per share for the fiscal year 2011 were $1.51 compared to a negative $0.04 in fiscal year 2010. The current SPF share price is $9.23 with a change from average up 13%. This trade will impact his portfolio by 0.77%. Schneider currently owns 1,450,515 shares after the trade.  


  • Arnold Schneider Selects 8 New Stocks

    Arnold Schneider, founder of $1.7 billion Pennsylvania-based Schneider Capital Management, bought eight new additions to his portfolio in the first quarter: AIG (AIG), Morgan Stanley (MS), Wet Seal Inc. (WTSL), STR Holdings Inc. (STRI), E*Trade Financial Corp. (ETFC), Alcoa Inc. (AA) and Kinross Gold Corporation (KGC).

    The total value of his portfolio at quarter-end stands at $1.1 billion, with 122 stocks in total. Financial services, the most-represented sector, has a 35% weighting in the portfolio, followed by consumer cyclical, at 19.5%.  


  • Weekly CEO Buys Highlight: GKK, FSBK

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:

      


  • Weekly CEO Buys Highlight: CVRR, HBAN, VVTV, SXCP, PGNX

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:

      


  • Weekly CEO Buys Highlight: TPGI, INSM, EQU, FCEL

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:

      


  • Arnold Schneider III’s Q3 Portfolio Updates: Top Reductions in KBH, RNR and CNX

    Undervalued stocks investor, Arnold Schneider III of Pennsylvania-based Schneider Capital Management, has recently reported 63 transactions in his third quarter portfolio update. The transactions consisted of the following:

    Additions to Current Shares 20
    New Buys 12
    Reductions to Current Shares 22
    Sold Out 9
      


  • Weekly CEO Buys Highlight: AXS, MCGC, SUNS, FUR, RSE

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:

      


  • AAR Corp. CEO David Storch Bought 20,000 Shares

    Chairman & CEO of Aar Corp (AIR) David P Storch bought 20,000 shares on 06/19/2012 at an average price of $10.93. The total transaction amount is $218,600. AAR Corp. is a worldwide leader in supplying aftermarket products and services to the global aerospace/aviation industry. Aar Corp has a market cap of $416.6 million; its shares were traded at around $11.76 with a P/E ratio of 5.7 and P/S ratio of 0.2. The dividend yield of Aar Corp stocks is 2.9%. Aar Corp had an annual average earnings growth of 13.4% over the past 5 years.

    This was the only recent trade that David Storch made in AIR. However, several other insiders have also recently increased their positions in the company. President & COO Timothy J Romenesko bought 5,000 shares of AIR stock on 06/19/2012 at the average price of 10.47. Director Marc Walfish also recently bought 5,000 shares of the company.  


  • FelCor Lodging Trust President and CEO Richard A. Smith Bought 100,000 Shares

    FelCor Lodging Trust Inc., a real estate investment trust, is one of the nation's largest owners of upper-upscale, all-suite hotels. Felcor Lodging has a market cap of $490.7 million; its shares were traded at around $4.18 with a P/E ratio of 30.4 and P/S ratio of 0.5.

    John Paulson owns 5,700,000 shares as of 03/31/2012, which accounts for 0.14% of the $14.96 billion portfolio of Paulson & Co. Arnold Schneider owns 737,790 shares as of 03/31/2012, a decrease of 77.56% of from the previous quarter. This position accounts for 0.22% of the $1.23 billion portfolio of Schneider Capital Management.  


  • A Look at Arnold Schneider's Large Homebuilder Positions as Positive Housing Market Data Emerges

    In November, pending home sales increased 7.3 percent from October and 5.9 percent from November 2010, their highest level in 19 months, according to the National Association of Realtors. Lawrence Yun, NAR chief economist, said, “November is doing reasonably well in comparison with the past year. The sustained rise in contract activity suggests that closed existing-home sales, which are the important final economic impact figures, should continue to improve in the months ahead.” U.S. foreclosures also decreased 14% from last November. The positive news is slightly dampened by other data showing that home prices were down 3.4 percent for the year as of October.

    The glimmer of hope in recent numbers such as these prompts the question of whether it’s not too early to invest in a housing recovery. One prominent investor doesn’t seem to think so. Arnold Schneider of $1.7 billion, deep value-oriented Schneider Capital Management, has two home builder stocks in his top 15 holdings. Schneider Capital has a disciplined investing approach, seeking new investment ideas, conducting rigorous research, and investing for the long term.  


  • Arnold Schneider Bought Selected Financials and Energy Stocks Last Quarter

    Arnold Schneider is the founder of Schneider Capital Management. The company was founded in 1996 and since then it has been gaining valuable experience. Before founding Capital Management, Arnie served as senior vice president and Partner of the Wellington Management Company. He began his analyst career in 1983, assumed portfolio management responsibilities in 1987, and eventually headed the value team for institutional accounts and several mutual fund portfolios. He graduated from the McIntire School of Commerce at the University of Virginia and is a past president of the Financial Analysts of Philadelphia.

    At Capital Management, Arnie Schneider occupies the positions of president, chief investment officer and principal. In this regard, Schneider uses independent analysis to identify undervalued securities with potential for positive change. The strategy is based on a fundamentals approach to valuing securities. A proprietary ranking system establishes ambitious hurdles for new holdings.  


  • Daily Insider Buys: SHO

    Executive vice president and CFO of Sunstone Hotel Investors Inc. (SHO) John V. Arabia bought 25,000 shares on 06/14/2011 at an average price of $8.97. Total transaction amount was $224,250 Sunstone Hotel Investors Inc. is a Southern California-based lodging real estate company that expects to qualify as a real estate investment trust for federal income tax purposes. Sunstone Hotel Investors Inc. has a market cap of $1.05 billion; its shares were traded at around $8.92 with a P/E ratio of 15.1 and P/S ratio of 1.6.

    John Arabia is the CFO and executive vice president of corporate strategy for Sunstone Hotel Investors Inc. as of February 14, 2011. He is also the managing director of Green Street Advisors, a real estate research team. In 2008, Mr. Arabia won the Wall Street Journal’s “Best on the Street” away in the hotel and gaming category. He started his hotel career in 1987.  


  • View on BANR

    $10 would be in line with this stocks' historical P/B ratios. Insiders may well see that as more appropriate than it's current price  


  • View on SIRI

    Just look at the past 12 months. Investors would be thrilled to have a chart that looks like Sirius XM (SIRI). Over 2,000% return/year  


  • View on Arnold Schneider

    it true?  


  • Arnold Schneider High-Yield Stocks: Anworth Mortgage Asset Corp. , MFA Mortgage Investments, Annaly Capital Management, WINTHROP REALTY TRUST, CHIMERA INVESTMENT CORP

    (GuruFocus, September 25, 2009) President, Chief Investment Officer and Principal of Schneider Capital Management Corp , Arnold Schneider has a real low profile. So little has written about him, and certainly not anything from me.

    The fund he manages, Schneider Small Cap Value Fund went from the best to the worst during the past four year. He buys companies he considers cheap and with market cap typically less than $3 billion. He strategy worked really well from 1999 to 2006, during the time he outperformed S&P500 by a large margin, then 2007 and 2008 set in, and he find himself had a wrong hand of cards… The stock market put many investment strategies and the money managers behind them at test. GuruFocus does consider the performances when we select which money manager as Investment Guru, and we do that using long term performance.  


  • Schneider Small Cap Fund Sinks to Last Place on Mortgage Stocks

    Arnold Schneider's small-company mutual fund went from best to worst after three of his mortgage- company holdings slumped 77 percent this year.

    The Schneider Small Cap Value Fund had 13 percent of its $110 million in Anworth Mortgage Asset Corp., American Home Mortgage Investment Corp. and Luminent Mortgage Capital Inc., home-loan lenders battered by the deepest real-estate recession in 16 years.  


  • Arnold Schneider Buys Arch Coal Inc., Consol Energy Inc., Motorola Inc., Sells Activcard Corp., General Motors Corporation, Washington Mutual Inc.

    Value investor Arnold Schneider's Value Fund has gained more than 9% year to date. It averaged 28% per year over the past 5 years. This is the buys and sells of Arnold Schneider during the first quarter. Arnold Schneider owns 173 stocks with a total value of $4.1 billion.

    Arnold Schneider buys Arch Coal Inc., Consol Energy Inc., Motorola Inc., Standard Pacific Corp., Beazer Homes Usa Inc., Radian Group Inc., Smithfield Foods Inc., Gemstar-tv Guide International, Central Garden & Pet Company, Redwood Trust Inc., Employers Holdings I, Salix Pharmaceuticals Ltd., Sonic Automotive Inc., Bankunited Financial Corp., Uap Holding Corp., Virage Logic Corp., Homebanc Corp., Bfc Financial Corp, C&d Technologies Inc., sells Activcard Corp., Ishares Russell 1000 Gwth Index Fd, Hovnanian Enterprises Inc., Hilton Hotels Corp., Hemispherx Biopharma, Inc., Gamestop Corp. Class B Common Stock, General Motors Corporation, Friedman Billings Ramsey Group, Dr Horton Inc., Caraustar Industries Inc., Corn Products International In, California Coastal Communities, Activision Inc., American Power Conversion Corp, Aetna Inc., Associated Estates Realty Corp, Advanced Energy Industries Inc, Jones Lang Lasalle Inc., St. Joe Co., Wabash National Corp., Washington Mutual Inc., Washington Group International, Wci Communities Inc., Valero Energy Corp., Triad Hospitals Inc., Technical Olympic Usa Inc., Spy, Safeguard Scientifics, Inc., Post Properties Inc., Liberty Global Inc., Lear Corp., La-z-boy Inc., Mosaic Co., Micron Technology Inc., Orient-express Hotels Ltd. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, SCHNEIDER CAPITAL MANAGEMENT C. Arnold Schneider owns 173 stocks with a total value of $4.1 billion. These are the details of the buys and sells.  


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